3 client services administrator jobs at 2 companies in Hartselle, AL

1mo
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Client Service Associate
Huntsville, Alabama, United States
OnsiteFull Time
Morgan Stanley Wealth Management
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
4d
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Non-Reg On-Caller - Cullman, AL
Cullman, Alabama, United States
OnsitePart Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Provides client service, account management, administrative support, marketing assistance, and technology support; requires analytical thinking, attention to detail, communication, collaboration, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
4d
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Non-Reg On-Caller
Cullman, Alabama, United States
$20/hr OnsitePart Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Provides client service, account management, administrative support, marketing assistance, and financial services operations using strong computer literacy, attention to detail, collaboration, and adaptability.
MoneyGuide, Salesforce, Microsoft Office